Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.
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Episode 223: Geeta Kapadia, CIO at Fordham University: Channeling Student ideas in a University Endowment
Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.
219. Ben Phillips of Broadridge Financial Solutions: Looking into the Crystal Ball for the Asset Management Industry of the Future
Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.
216. Paula Horn of Brookfield Asset Management: Credit and Problem Solving
Paula Horn is Chief Investment Officer of the public securities group of Brookfield Asset Management. She has had an extensive career in investing, which has spanned investment grade credit, credit derivatives and other public investing. She holds a number of investment committee and Trustee roles.
Emma Olivier – Trail Blazer and Disability Advocate: Highlighting the Twenty Percent
Emma Olivier is the founder and CEO of Twenty Percent, a disability Advisory working with Corporate Australia. She was born with a limb difference – without a left hand – and understands from her own lived experience the challenges and opportunities of having a disability in the corporate world. She spent over 30 years in consulting, most recently at Accenture in Melbourne. She is a member of the Risk and Audit Committee of Scope, among other roles.
8. Charlotte Gibson of The Rewirement: Redefining Retirement Through Coaching
Charlotte Gibson is a coach, actuary and pensions consultant. She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching . She previously worked in management at KPMG and prior to that was an Actuarial Analyst at AON Consulting.
5. Steve Butler of Punter Southall Aspire – The Future of Work When Age is Just A Number
Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group. He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School. He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met. He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.
Laura Walker: Fear, Confidence and the Psychology of Mid-Life
Laura Walker is an award-winning researcher, author and experienced practioner whose book “Dancing with Fear and Confidence: How to Liberate Yourself and Your Career in Mid-life” was published in November 2020. She runs her own business which blends consulting, writing and coaching. She previously held director level positions for businesses across six sectors including retail (John Lewis partnership), pharmaceuticals (GSK), insurance (Aviva), oil and gas (Centrica), defence (BAE Systems), Luxury goods (Burberry).
Dru Holmquist of Out in Finance: Driving Visibility and Promoting Authenticity
Dru Holmquist is Principal and Head of Client Facing and Wealth Management Consulting Practices at Cutter Associates. Now based in San Diego, Dru is also the founder of Out in Finance, an industry affiliate group for LGBTQ+ professionals in finance.
Pride Series 2023: Intersectionality, Authenticity and Progress
June is here, and we are delighted to be back with our annual Pride Series, that this year will be a little bit different. It will be a bit different because although we are launching it in June, we intend to keep adding to the series all year long – because Pride is for life, not just every June. This year – to kick things off, we hear from the Founder of “Out in Finance” about the affinity group he is building, and the relief he felt on being able to be his authentic self as well as from a financial planner who specifically focuses on working with LBGTQ+ “folx” to enable them to live their lives authentically